Markets And Geopolitics public
[search 0]
More
Download the App!
show episodes
 
Artwork
 
The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
  continue reading
 
Artwork
 
Three experts, one Story. Each fortnight we host a panel of international experts diving into the biggest geopolitical stories shaping the news both here and overseas. Hosted by Michael Hilliard
  continue reading
 
Artwork

1
Macro Voices

Hedge Fund Manager Erik Townsend

Unsubscribe
Unsubscribe
Weekly
 
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  continue reading
 
Artwork

1
Redefiners

Russell Reynolds Associates

Unsubscribe
Unsubscribe
Monthly+
 
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
  continue reading
 
Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
  continue reading
 
Artwork

1
Magic Markets

The Finance Ghost and Moe-Knows

Unsubscribe
Unsubscribe
Weekly
 
The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.
  continue reading
 
Artwork
 
Peak Prosperity provides answers to those who question the mainstream narrative on the critical issues of our day by providing context, clarity, and understanding around seemingly complex systems. Topics include economy, energy, environment, and geopolitics.
  continue reading
 
Artwork
 
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
  continue reading
 
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
  continue reading
 
Artwork

1
Macro Mondays

Andreas Steno Larsen

Unsubscribe
Unsubscribe
Weekly
 
Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
  continue reading
 
Artwork
 
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tack ...
  continue reading
 
Artwork
 
What’s really driving US and world events? What are the real motives for Putin’s and Xi Jinping’s actions? How will the latest crisis affect your personal life and investments? Global Macro Update with Mauldin Economics Publisher Ed D’Agostino is a deep dive into current macroeconomic world affairs—from black-swan events to the chess moves of global leaders and market makers. Every week, Ed interviews top experts in geopolitics, economics, finance, and industry to deliver their inside scoops ...
  continue reading
 
Columbia Energy Exchange features in-depth conversations with the world’s top energy and climate leaders from government, business, academia and civil society. The program explores today’s most pressing opportunities and challenges across energy sources, financial markets, geopolitics and climate change as well as their implications for both the U.S. and the world.
  continue reading
 
Artwork

1
TD Cowen Insights

TD Securities, TD Cowen

Unsubscribe
Unsubscribe
Weekly
 
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
  continue reading
 
Artwork
 
We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
  continue reading
 
Artwork
 
The NousCast podcast series brings you fresh thinking on some of the biggest challenges facing organisations. NousCast comes to you from Nous Group, an international management consultancy operating across Australia, the UK and Canada.
  continue reading
 
The Rice Report is just a guy in a hoodie talking about macro economics, geopolitics, and current state of the country. He takes a deep dive into the latest market updates, covers commodities, the GDP, inflation, and much more.
  continue reading
 
Artwork

1
All the Credit

PGIM Fixed Income

Unsubscribe
Unsubscribe
Monthly
 
Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
  continue reading
 
Join us as we document our journey from the very beginning of starting a podcast from scratch. Family Business is for curious minds and is hosted by the Ruggiero family – youngest brother Alex, his two older brothers Ed and Chris, their father Pas and cousin Karlito. Each episode is a blend of personal updates, political insights, conspiracy theories, tech, and cultural commentary. The Ruggieros navigate through the intricacies of modern life, providing a mix of humour, critical thinking and ...
  continue reading
 
Artwork
 
Charting The Rise Of A Multipolar World Order Philip Pilkington is an unorthodox macroeconomist. Andrew Collingwood is an equally skeptical journalist. Lately, both have realised that - post-Ukraine, post-Afghanistan withdrawal - the old, unipolar, US-led world order is in its death throes. In its wake, something new is being born. But what shape will that take? That will depend on a combustible combination of economics and geopolitics; trade and military muscle. Each week, our duo take thre ...
  continue reading
 
Artwork

1
The Business Trendsetter Podcast

Adam Hartung, Manny Teran, Spark Partners

Unsubscribe
Unsubscribe
Monthly+
 
Ready to create lasting and sustainable business growth? Join our weekly show with hosts Adam Hartung & Manny Teran of Spark Partners. Combined they have created over $3 Billion in customer value and leverage Adam’s deep domain expertise on Disruptive Innovation to teach business leaders how to transform their businesses. Do you want your business to be a market leader or a market laggard? Discover business trends and learn how to leverage them to create lasting business success and become a ...
  continue reading
 
Artwork

51
Unearthed

World Gold Council

Unsubscribe
Unsubscribe
Monthly
 
Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.
  continue reading
 
Artwork

1
Energy 360°

CSIS | Center for Strategic and International Studies

Unsubscribe
Unsubscribe
Monthly+
 
Energy 360 examines the energy landscape from the intersection of policy, markets, technologies, and geopolitics. With commentary from leading energy and CSIS experts, we provide context and perspective on the most critical issues shaping energy today. Hosted by the CSIS Energy and National Security Program.
  continue reading
 
AHDB economists David Eudall and Jack Watts examine the stories behind the numbers from the world of agriculture. As agri-food markets become more uncertain, driven by changing weather, geopolitics, energy costs and changing consumer demands, David and Jack track the latest trends and explain what it all means for our levy payer businesses. And what impact it has on consumers. Each week the pair throw the spotlight on at least one sector, with the focus shared between arable, dairy, pork, be ...
  continue reading
 
Artwork

1
Why Invest?

Waverton Investment Management

Unsubscribe
Unsubscribe
Monthly
 
In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
  continue reading
 
Artwork

1
Supply Chain - Unfiltered

Institute for Supply Management®

Unsubscribe
Unsubscribe
Monthly+
 
Supply Chain — Unfiltered, presented by the Institute for Supply Management® (ISM®), is 20-to-30-minutes of everything you want to know about end-to-end supply chain but were afraid to ask. Our podcasts put supply chains front and center where they belong. Supply chains work 24/7 to keep people and places functioning and thriving. Without supply chains’ effectiveness — our world stops. (Remember the 2020 pandemic?) You’ll hear from industry experts sharing elements of the profession and thei ...
  continue reading
 
Synopsis: Our ALL-IN-ONE channel showcases our discussions on Singapore youth perspectives and social issues, geopolitics through an Asian lens, health, climate change, money, career, sports, pop culture and music. Follow our shows on your favourite audio apps Apple Podcasts, Spotify or even ST's app, which has a dedicated podcast player section. Produced by podcast editor Ernest Luis & The Straits Times, SPH Media Trust.
  continue reading
 
Artwork

1
The RICS Podcast

The Royal Institution of Chartered Surveyors

Unsubscribe
Unsubscribe
Weekly
 
Welcome to the Royal Institution of Chartered Surveyors Podcast, an exclusive podcast series bringing together expert guests to discuss the most pertinent, industry-shaping topics from the world of Chartered Surveying. Every Monday you can expect a vibrant panel discussion covering topics such as new rules of conduct, the future of quantity surveying and the RICS global standard to name a few. Tune in to stay on top of the latest industry trends and changes whilst topping up your skills. Lea ...
  continue reading
 
Artwork

1
The Negotiation

WPIC Marketing + Technologies

Unsubscribe
Unsubscribe
Monthly+
 
Despite being the world’s most potent economic area, Asia can be one of the most challenging regions to navigate and manage well for foreign brands. However, plenty of positive stories exist and more are emerging every day as brands start to see success in engaging and deploying appropriate market growth strategies – with the help of specialists. The Negotiation is an interview show that showcases those hard-to-find success stories and chats with the incredible leaders behind them, teasing o ...
  continue reading
 
Loading …
show series
 
In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and Geopolitical Strategist at Pantheon Insights, Dimitri has worked for institutions ranging from the World Economic Forum through to IG Group. He has a portfolio of international clients who he advises on geopolitica…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading …
  continue reading
 
With limited agency and influence over events in Myanmar, India’s Act East policy is in jeopardy on several levels, including the risk of being outmaneuvered and encircled by China in its near east. Aparna Pande and Avinash Paliwal, experts on India’s foreign policy and South Asian geopolitics, dissect regional power dynamics and New Delhi’s option…
  continue reading
 
Host: Tracy Shuchart for MicDropMarkets Guests: Cem Karsan and Michael Lebowitz Cem Karsan Cem Karsan is the Founder, CIO, and Managing Principal of Kai Volatility Advisors. He is responsible for portfolio construction, and firm-wide management, as well as its Head of Research and Risk Management. Mr. Karsan formed Kai Volatility Advisors after ove…
  continue reading
 
As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus in the investment sphere. This episode dives into the latest election outcomes in both developed and emerging nations, the growing divide in electorates, and the impact of these elections on fi…
  continue reading
 
In this episode, I explore essential tax strategies for high-income earners, with a special focus on how current political changes impact your financial planning. I’ll share personal insights on optimizing your tax benefits and navigating deductions and credits, all while addressing how political shifts like the many that happened in July so far ca…
  continue reading
 
With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome later this year. The importance of the US election cannot be overstated. No matter where you live in the world, the outcome makes a difference. In this episode, Mohammed Nalla took the lead with his views on the Democrat …
  continue reading
 
In this episode, live from the IPMI Conference in Orlando, Florida, hosts John Reade and Joe Cavatoni from the World Gold Council interview Philip Newman, Founding Partner of Metals Focus, to discuss the intricacies of the global bar and coin market. Newman explains the differentiation between bar and coin demand versus OTC demand. He discusses rec…
  continue reading
 
At 4.32pm on the 18th of August the so-called State Committee on the State of Emergency cut the lines of communication to Soviet President Mikhail Gorbacev's dacha - these included telephone communications and the nuclear command and control system. Eight minutes later Lieutenant General Yuri Plekhanov, Head of the 9th Chief Directorate of the KGB,…
  continue reading
 
Summary In this part of the conversation, the hosts discuss the launch of their podcast and their plans for promoting it. They also share their personal wins and challenges. The main themes include podcast launch preparation, marketing strategies, and personal updates. The conversation covers various topics including the quality of video, inviting …
  continue reading
 
Summary The conversation starts with a discussion about lag in the conversation due to virtual communication. They then discuss the logistics of recording the podcast, including the duration, tech setup, and launch strategy. They also talk about the possibility of getting ranked highly in podcast categories and the importance of getting 200 downloa…
  continue reading
 
Summary In this conversation, the hosts discuss the structure and format of their podcast. They talk about the unique selling point of building a podcast from scratch and the importance of keeping in the discussions about planning and recording the podcast. They also discuss potential episode titles, segments, and the target audience. The conversat…
  continue reading
 
Summary The conversation revolves around deciding the name, schedule, and format of the podcast. They discuss whether to focus on audio or video, the need for better background setup, and the importance of short-form content for promotion. They agree on the name 'Family Business' and decide to record weekly episodes. They also consider creating a Y…
  continue reading
 
In this episode, I dive into the current financial crisis and the high interest payments on government debt. There's a significant disconnect between the historical market highs and the alarming debt situation, which we need to examine from all viewpoints to make informed decisions. I advise caution with investments and suggest hard assets as a saf…
  continue reading
 
Lots of people somewhat glaze over when told they need to be more involved in AI. The tendency can be to think of AI as requiring very hard core, high end, difficult technology skills that take years of education and application. It’s easy to think that most of us are simply incompetent when it comes to AI, and it’s a challenge beyond most of us. T…
  continue reading
 
In this episode: Welcome Andrew Horowitz of The Disciplined Investor [1:34] Why Andrew isn’t sold on a September rate cut [4:43] A look at the crazy housing market [7:44] What’s behind the rally in small caps [20:58] A Trump presidency will impact these sectors the most [26:04] The CrowdStrike debacle is raising big questions for Big Tech [41:16] T…
  continue reading
 
On this episode of The Rice Report, I will explore 5th generation warfare—an arena where social engineering, misinformation, and AI technologies converge to shape perceptions and influence actions. I'll discuss how media manipulation serves as a potent weapon, urging critical thinking amidst these challenges. Let's uncover strategies to uphold valu…
  continue reading
 
A veteran transport reporter tells us what can be done to bring down COE prices and how to buy a new car. Synopsis: The Straits Times offers expert insights if you are in the market for a new vehicle or are tracking transportation trends. In the first of a two-part conversation, COE Watch host Lee Nian Tjoe speaks with Christopher Tan, senior trans…
  continue reading
 
As applications for the expanded offer of the Sustainable Farming Incentive (SFI) open, David and Jack take a look at what it could mean for your farm business. The pair have even come up with five top tips when considering which SFI actions are most appropriate. You can also find out what Jack used to get paid to do on his dad's farm and discover …
  continue reading
 
The Yen has rallied the most since May as investors unwind the carry trade. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what challenges this puts on the Bank of Japan as they attempt to raise rates and taper their bond purchasing program. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
  continue reading
 
In this episode of The Negotiation podcast, host Todd Embley is joined by Alex Phillips, the China Corridor Director for Santander UK. Alex shares insights into the evolving trade relationship between the UK and China, and how Santander UK facilitates international growth opportunities for British companies looking to expand into China and other As…
  continue reading
 
James Crabtree, distinguished visiting fellow at the European Council on Foreign Relations and a senior fellow at the Asia Society, returns to Kopi Time to shed light on this year of momentous elections. We delve right into the US, first by taking stock of the ongoing drama around Trump, Biden, and Harris. We then consider the scenario of a Trump r…
  continue reading
 
The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs.…
  continue reading
 
Russia’s energy exports, including its significant natural gas capacity, are geopolitical currency for the country. Before Russia’s invasion of Ukraine, Russia was Europe’s single largest supplier of imported natural gas. But since the global fallout after the invasion, Russia is setting its sights on China as a new market for the country’s gas and…
  continue reading
 
Hear home-grown singer-songwriter Hongjoin's intimate live studio take of the title track from his sophomore album released recently, Komorebi. Synopsis (headphones recommended): This Music Lab playlist features the full live performance of music acts invited by The Straits Times to its podcast studio. Listen to Hongjoin talk about his musical jour…
  continue reading
 
Hear how Spotify's Radar programme has helped expose home-grown singer-songwriter Hongjoin. Synopsis (headphones recommended): Each month, The Straits Times invites music acts to its podcast studio. In the 13th episode of Music Lab, ST’s music correspondent Eddino Abdul Hadi hosts Singaporean singer-songwriter Hongjoin. The 22-year-old, whose music…
  continue reading
 
On this episode of The Rice Report, I'm discussing El Salvador’s President Nayib Bukele’s controversial comments on the U.S. border crisis and China’s growing influence in El Salvador. I’ll break down Bukele’s remarks on criminal activity, the impact of China’s trade deals, and Donald Trump Jr. and Eric Trump’s role in Bukele’s inauguration. Join m…
  continue reading
 
The auto sector is in fifth gear with the Malaysian Automotive Association (MAA) boosting its 2024 vehicle sales forecast to 765,000 units. Daniel Wong, Analyst at Hong Leong Investment Bank tells us the reasons for this uptick in sales. We also dive into which of the listed companies stand to benefit. Image Credit: shutterstock.com See omnystudio.…
  continue reading
 
The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall. Image Credit: Shutterstock.com See omnystudio.co…
  continue reading
 
The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest: David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host: Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moo…
  continue reading
 
In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey Roach, discuss the significant rotation from technology to small caps recently, assess the potential effects of a Trump-Harris matchup on the “Trump trade”, analyze the election through an economic lens, and preview some important…
  continue reading
 
This week we discuss Mexico’s post-election landscape with Diego Rivera Rivota of Columbia University’s Center on Global Energy Policy. In June, Claudia Sheinbaum won a resounding victory in Mexico’s presidential election. A climate scientist by background, Sheinbaum is expected to continue many of her predecessor’s energy and climate policies. But…
  continue reading
 
President Joe Biden announced Sunday he’s no longer seeking the Democratic Party’s nomination, saying his exit from the race was in the best interests of his party and the country. He then threw his support to his running mate, Vice President Kamala Harris. But is it as simple as that? Will Harris receive her party's nomination? Is she the best per…
  continue reading
 
Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe…
  continue reading
 
With Joe Biden pulling out of the US Presidential race, political risk has increased for markets. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, how markets will react till November and what safe haven assets to consider. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Nicaragua's President Daniel Ortega blasted Western support for Israel in its war on Gaza and asked, if a state of Palestine is not allowed to exist, why should the US be allowed to exist? He was joined at the 45th anniversary of the Sandinista Revolution by Palestinian ex guerrilla Leila Khaled, who denounced imperialism and neocolonialism. Ben No…
  continue reading
 
In the first of RICS' mid-year updates from the professional practice teams, the property team detail key things impacting residential and commercial property. Hear from Head of Professional Practice for Property, Paul Bagust, with Senior Specialists Mairead Carroll, Nigel Sellars and Steven Lees as they discuss relevant sector updates and the work…
  continue reading
 
Overnight, President Joe Biden has pulled out of the presidential race. Laurent Lequeue, Independent Market Analyst and Writer of The Macro Butler Newsletter gives us his views on how markets will react to this and what are the defensive strategies to adopt. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
  continue reading
 
The Bursa Malaysia Technology Index is up more than 20%, outperforming the broader FBMKLCI taking its cue from the US tech stock. We ask Desmond Chong, Head of Research, UOB Kay Hian Securities Malaysia if there are still legs to this rally and which of the listed companies will emerge winners. Image Credit: Shutterstock.com See omnystudio.com/list…
  continue reading
 
Loading …

Quick Reference Guide